In this week’s video insight David takes a closer look at the migration of advertising spend to digital platforms. The Western world is dominated by Google and Facebook, and China is dominated by Alibaba and Tencent. We believe all four of these companies have business models in structurally growing industries. Continue…

by David Buckland Posted in Video Insights.

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There’s an increasing frequency of articles I have read suggesting that low rates are now a permanent feature of markets, as is the likelihood of central banks rescuing investors from themselves through the perpetual deployment of unconventional monetary policy tools. Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.

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Recent reports suggest that Centre Alliance has convinced the Federal government to introduce measures to cut gas prices on the east coast. Given the importance of gas prices to the east coast economy, this is a really important step. The question is: how successful will it be? Continue…

by Andreas Lundberg Posted in Energy / Resources.

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What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on to potentially enhance their long-term returns. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.

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Anyone hoping to see the widespread use of autonomous vehicles (AVs) will have to wait quite a while longer. Because, despite the hype, there are still numerous hurdles – financial, technological and social – to overcome. Continue…

by Roger Montgomery Posted in Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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In this episode of Value.Able The podcast Roger identifies what numbers you should look for in a company’s financial statements which will help you determine whether a company is high quality or not. Roger also shares a real-life example with you to assist.

by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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by Roger Montgomery's Team Posted in Old Content.

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